Groupama Asset Managment reduced its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 7.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,381 shares of the semiconductor manufacturer's stock after selling 2,910 shares during the quarter. Groupama Asset Managment's holdings in Advanced Micro Devices we...
Groupama Asset Managment reduced its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 7.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,381 shares of the semiconductor manufacturer's stock after selling 2,910 shares during the quarter. Groupama Asset Managment's holdings in Advanced Micro Devices were worth $5,724,000 at the end of the most recent reporting period. Other hedge funds have also modified their holdings of the company. Norges Bank purchased a new stake in Advanced Micro Devices in the 2nd quarter valued at $3,094,662,000. Jennison Associates LLC acquired a new stake in Advanced Micro Devices during the 3rd quarter worth $626,826,000. Wellington Management Group LLP grew its position in Advanced Micro Devices by 335.9% during the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer's stock worth $784,330,000 after purchasing an additional 3,735,807 shares during the last quarter. Nordea Investment Management AB grew its position in Advanced Micro Devices by 203.7% during the 3rd quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer's stock worth $631,892,000 after purchasing an additional 2,619,294 shares during the last quarter. Finally, Rafferty Asset Management LLC increased its stake in Advanced Micro Devices by 56.0% in the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer's stock valued at $961,078,000 after purchasing an additional 2,430,533 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors. Get Advanced Micro Devices alerts: Sign Up Advanced Micro Devices Stock Up 2.9% Shares of NASDAQ:AMD opened at $205.27 on Friday. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The company has...
Groupama Asset Managment lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 20.1% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 90,768 shares of the information services provider's stock after selling 22,837 shares during the quarter. Groupama Asset Managment's holdings in Alphabet were worth $22,107,000 as of its mo...
Groupama Asset Managment lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 20.1% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 90,768 shares of the information services provider's stock after selling 22,837 shares during the quarter. Groupama Asset Managment's holdings in Alphabet were worth $22,107,000 as of its most recent SEC filing. Several other hedge funds and other institutional investors have also modified their holdings of GOOG. Brighton Jones LLC grew its position in shares of Alphabet by 5.6% in the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider's stock valued at $22,901,000 after purchasing an additional 6,410 shares during the last quarter. LSV Asset Management lifted its holdings in Alphabet by 200.0% during the 2nd quarter. LSV Asset Management now owns 840 shares of the information services provider's stock worth $149,000 after purchasing an additional 560 shares during the last quarter. Ensign Peak Advisors Inc boosted its stake in Alphabet by 8.6% in the 2nd quarter. Ensign Peak Advisors Inc now owns 3,882,633 shares of the information services provider's stock valued at $688,740,000 after purchasing an additional 306,204 shares during the period. GDS Wealth Management boosted its stake in Alphabet by 2.4% in the 2nd quarter. GDS Wealth Management now owns 2,325 shares of the information services provider's stock valued at $412,000 after purchasing an additional 54 shares during the period. Finally, PKS Advisory Services LLC grew its holdings in Alphabet by 1.7% in the 2nd quarter. PKS Advisory Services LLC now owns 7,101 shares of the information services provider's stock valued at $1,260,000 after buying an additional 121 shares in the last quarter. Institutional investors own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Key Headlines Impacting Alphabet Here are the key news stories impacting Alphabet ...
Key Points Micron's post-earnings sell-off appears to be primarily a case of investors selling the news to lock in profits. However, some could be concerned about potential issues that could hurt Micron. If Micron's CEO is right about AI becoming more memory-intensive, the stock should have more room to run. 10 stocks we like better than Micron Technology › We can sum up Micron Technology's (NASDA...
Key Points Micron's post-earnings sell-off appears to be primarily a case of investors selling the news to lock in profits. However, some could be concerned about potential issues that could hurt Micron. If Micron's CEO is right about AI becoming more memory-intensive, the stock should have more room to run. 10 stocks we like better than Micron Technology › We can sum up Micron Technology's (NASDAQ: MU) fiscal 2026 second-quarter results in one word. And that word contains only three letters: "Wow." Usually, when a company delivers blowout earnings, issues highly optimistic guidance, and raises its dividend by 30% (yes, Micron is a dividend stock), its stock soars. However, Micron's shares declined after its Q2 update. Does this dip present a great chance to buy into the AI memory boom? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Micron memory chip. Image source: Micron Technology. Sell the news Investors have many adages. I think the most relevant one for the market reaction to Micron's Q2 update was, "Buy the rumor, sell the news." Make no mistake, though: Micron's news was spectacularly good. The memory chipmaker's revenue nearly tripled year over year and soared 75% quarter over quarter to $23.9 billion. Its earnings skyrocketed 8.7x year over year and 2.6x sequentially. Micron generated $6.9 billion in adjusted free cash flow, up from $857 million in the prior year period and $3.9 billion in the previous quarter. Micron's latest results set new all-time highs on nearly every key front. CEO Sanjay Mehrotra said that the company expects "significant records again in fiscal Q3." The company's guidance backed up his statement. Micron forecasts Q3 revenue of around $33.5 billion, a 41% increase from Q2. It projects adjusted earnings per share will jump roughly 57% quarter over quarter. Even wi...
Love Employee/iStock via Getty Images Key Takeaways Markets: Global equities made further gains in the fourth quarter of 2025 (4Q25), rounding off a year of strong returns. Despite some mixed economic signals and investor concerns about the stretched valuations of many technology-related stocks, investors remained broadly optimistic about artificial intelligence (AI) advancements and the potential...
Love Employee/iStock via Getty Images Key Takeaways Markets: Global equities made further gains in the fourth quarter of 2025 (4Q25), rounding off a year of strong returns. Despite some mixed economic signals and investor concerns about the stretched valuations of many technology-related stocks, investors remained broadly optimistic about artificial intelligence (AI) advancements and the potential for a continued easing of US monetary policy. A backdrop of generally robust corporate earnings and a constructive shift in US-China relations underpinned sentiment, as did two interest-rate reductions by the US Federal Reserve. Detractors: Unfavorable stock selection in communication services, consumer discretionary and industrials. Contributors: Industry-level outperformance in biotechnology (due to stock selection); specialty retail (stock selection); electronic equipment, instruments and components (aided foremost by overweighting); and semiconductors and semiconductor equipment (overweighting and stock selection). Outlook: We expect continued technological transformation driven by core development themes around the byte, the atom and the gene. Gains across the economy from generative and agentic AI, robotics and genomics may even accelerate this rate of change. Our fundamental research gives us an edge in predicting when new technologies are likely to be adopted and monetized as the economic paradigm shifts. Performance Review The fund (Advisor Class without sales charges)( FDYZX ) underperformed the Russell 1000 Growth Index as five out of 11 sectors detracted, mainly due to adverse security selection. At period-end, we kept strategic overweight positions in key growth sectors such as information technology (IT), consumer discretionary and communication services; combined, they covered more than 80% of the portfolio, and they all declined in value. IT stocks underperformed the major equity indexes and the benchmark. Within the fund's core IT sector allocation, relati...
March 20 (Reuters) - Walmart-owned Indian e-commerce firm Flipkart said on Friday its group finance chief, Sriram Venkataraman, will step down, with the CFO of its marketplace unit taking over a temporary broader finance role. Flipkart did not say when Venkataraman would step down or why he was leaving but said he will remain with the firm during a transition period. Venkataraman has been with...
March 20 (Reuters) - Walmart-owned Indian e-commerce firm Flipkart said on Friday its group finance chief, Sriram Venkataraman, will step down, with the CFO of its marketplace unit taking over a temporary broader finance role. Flipkart did not say when Venkataraman would step down or why he was leaving but said he will remain with the firm during a transition period. Venkataraman has been with the company since 2015. The change at the top comes as the e-commerce firm, which competes with Amazon in India, is preparing to list its shares in the country. Earlier this month, Flipkart shifted its holding company to India from Singapore. Flipkart, which started in 2007 by selling books online, was valued at around $37 billion in 2024, when Alphabet's Google picked up a $350 million stake. Walmart had bought a controlling stake in Flipkart in 2018 for $16 billion. Ravi Iyer, a Flipkart veteran of more than 12 years who is the CFO of its marketplace unit, will oversee the broader finance organisation, the group said. Separately, the company said Nishant Verman, who had played a role in Walmart’s acquisition, has rejoined as senior vice president for corporate development and partnerships. (Reporting by Haripriya Suresh and Urvi Dugar in Bengaluru; Editing by Janane Venkatraman and Mrigank Dhaniwala)
Peter Blottman Photography/iStock via Getty Images Thesis Spire Global, Inc. ( SPIR ) reported much better-than-expected 4Q25 earnings. As you can see, the stock traded upwards, closing almost 14% higher yesterday. Non-GAAP EPS was -$0.39, which beat estimates by about $0.11. Elsewhere, revenue for the quarter came in at $15.83 million, which also surpassed expectations by $0.34 million, even thou...
Peter Blottman Photography/iStock via Getty Images Thesis Spire Global, Inc. ( SPIR ) reported much better-than-expected 4Q25 earnings. As you can see, the stock traded upwards, closing almost 14% higher yesterday. Non-GAAP EPS was -$0.39, which beat estimates by about $0.11. Elsewhere, revenue for the quarter came in at $15.83 million, which also surpassed expectations by $0.34 million, even though it was an overall decline of 26.9% year-over-year. Now, we can put that decline down to the earlier divestiture of its maritime business, but the good news here is that we’re seeing good growth in its underlying business. So I feel the results point to a much stronger underlying performance than these headline figures would suggest. In my previous coverage, I went into detail about the overall business and its satellite lineup. Back then, shares could have been picked up in the $11 range; however, after the post-earnings surge, shares are now trading in the mid-$12 range. As I'll explain, I still think there is a lot of upside ahead for Spire, especially with the new focus we're seeing after the sale of the maritime business. Spire Global, Inc. FY25/4Q25 overview Since the divestiture of their maritime business, Spire has been in a bit of transition. Revenue for 4Q25 came in at just $15.8 million, actually down about 27% year-over-year, but this decline is, for the most part, optical because of the sale of the maritime segment back in April last year. If you remember, revenue from that segment had contributed quite a lot in prior periods. So if we adjust for the divestiture, the underlying revenue for Spire actually grew 44% year-over-year and a hefty 36% sequentially. So there is clearly some organic momentum in their core segments like weather intelligence, radio occultation data, and space services. Now, I think this shift is particularly good for Spire’s repositioning. What we want is higher-growth, higher-margin verticals tied to government contracts and climate int...
Venezuela’s interim president has said she has replaced all her senior military commanders, the latest in a flurry of changes since the US ousted Nicolás Maduro. Delcy Rodríguez announced the changes in a social media post a day after firing the long-serving defence minister, who had been close to Maduro, and replacing him with a former intelligence chief. “I announce the designation of the renewe...
Venezuela’s interim president has said she has replaced all her senior military commanders, the latest in a flurry of changes since the US ousted Nicolás Maduro. Delcy Rodríguez announced the changes in a social media post a day after firing the long-serving defence minister, who had been close to Maduro, and replacing him with a former intelligence chief. “I announce the designation of the renewed military high command,” said Rodríguez on Thursday. She served as vice-president under Maduro, the authoritarian leftwinger toppled in an American special forces raid on 3 January. Under US pressure and even a threat of violence, Rodríguez is tasked with leading a country with the world’s largest proven oil reserves but an economy in shambles, with widespread shortages of food, medicine and other basics. She has enacted a historic amnesty law to free political prisoners jailed under Maduro and changed oil and mining regulations in line with US demands for access to her country’s vast natural wealth. President Donald Trump has said he effectively runs Venezuela now and is letting Rodríguez stay in power so long as she toes the US line. Rodríguez is in the delicate position of trying to satisfy both Trump and Venezuelans still loyal to Maduro, who was taken to New York along with his wife for trial on US-issued drug trafficking charges. The Venezuelan military, which has sworn loyalty to Rodríguez, is a powerful entity. It oversees oil, mining and food distribution enterprises, as well as customs operations and key government ministries, amid allegations of abuse and corruption.
As the war between Iran, the US, and Israel escalates, another battle is playing out on the streets of London where the Iranian diaspora is divided over the future of their homeland. Some condemn the strikes on Iran as imperial overreach; others see them as a chance to end decades of authoritarian and theocratic rule. Over the last two weeks, The Guardian has filmed with protestors from both commu...
As the war between Iran, the US, and Israel escalates, another battle is playing out on the streets of London where the Iranian diaspora is divided over the future of their homeland. Some condemn the strikes on Iran as imperial overreach; others see them as a chance to end decades of authoritarian and theocratic rule. Over the last two weeks, The Guardian has filmed with protestors from both communities, capturing their anger and their hopes as Iran’s fate hangs in the balance. Continue reading...
Five Below Inc.’s ( FIVE ) shares climbed 10.7% after the company reported fourth-quarter fiscal 2025 adjusted earnings of $4.31 per share, surpassing the Zacks Consensus Estimate of $3.99 per share. FIVE Shares of Accenture plc ( ACN ) surged 4.3% after the company posted second-quarter fiscal 2026 adjusted earnings of $2.93 per share, outpacing the Zacks Consensus Estimate of $2.86 per share. AC...
Five Below Inc.’s ( FIVE ) shares climbed 10.7% after the company reported fourth-quarter fiscal 2025 adjusted earnings of $4.31 per share, surpassing the Zacks Consensus Estimate of $3.99 per share. FIVE Shares of Accenture plc ( ACN ) surged 4.3% after the company posted second-quarter fiscal 2026 adjusted earnings of $2.93 per share, outpacing the Zacks Consensus Estimate of $2.86 per share. ACN Shares of Signet Jewelers Ltd. ( SIG ) jumped 13.7% after posting fourth-quarter fiscal 2026 adjusted earnings of $6.25 per share, beating the Zacks Consensus Estimate of $5.96 per share. SIG Alibaba Group Holding Ltd. ( BABA ) shares tumbled 7.1% after reporting third-quarter fiscal 2026 adjusted earnings of $1.01 per share, lagging the Zacks Consensus Estimate of $1.91 per share. #1 Semiconductor Stock to Buy (Not NVDA) The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow. One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Accenture PLC (ACN) : Free Stock Analysis Report Signet Jewelers Limited (SIG) : Free Stock Analysis Report Five Below, Inc. (FIVE) : Free Stock Analysis Report Alibaba Group Holding Limited (BABA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Five Below Inc.’s (FIVE) shares climbed 10.7% after the company reported fourth-quarter fiscal 2025 adjusted earnings of $4.31 per share, surpassing the Zacks Consensus Estimate of $3.99 per share. Shares of Accenture plc (ACN) surged 4.3% after the company posted second-quarter fiscal 2026 adjusted earnings of $2.93 per share, outpacing the Zacks Consensus Estimate of $2.86 per share. Shares of S...
Five Below Inc.’s (FIVE) shares climbed 10.7% after the company reported fourth-quarter fiscal 2025 adjusted earnings of $4.31 per share, surpassing the Zacks Consensus Estimate of $3.99 per share. Shares of Accenture plc (ACN) surged 4.3% after the company posted second-quarter fiscal 2026 adjusted earnings of $2.93 per share, outpacing the Zacks Consensus Estimate of $2.86 per share. Shares of Signet Jewelers Ltd. (SIG) jumped 13.7% after posting fourth-quarter fiscal 2026 adjusted earnings of $6.25 per share, beating the Zacks Consensus Estimate of $5.96 per share.
BP PLC A BP Plc company logo stands illuminated on a sign on the forecourt of a gas station in London, U.K., on Tuesday, Jan. 14, 2014. Photographer Matthew Lloyd/Bloomberg
BP PLC A BP Plc company logo stands illuminated on a sign on the forecourt of a gas station in London, U.K., on Tuesday, Jan. 14, 2014. Photographer Matthew Lloyd/Bloomberg